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iShares Core Dividend Growth ETF

1,278 hedge funds and large institutions have $20.5B invested in iShares Core Dividend Growth ETF in 2025 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 522 increasing their positions, 379 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,291% more call options, than puts

Call options by funds: $110M | Put options by funds: $7.91M

237% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 51

38% more repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 379

22% more funds holding in top 10

Funds holding in top 10: 108132 (+24)

8% more funds holding

Funds holding: 1,1781,278 (+100)

8% more capital invested

Capital invested by funds: $19.1B → $20.5B (+$1.44B)

3.32% more ownership

Funds ownership: 53.89%57.2% (+3.3%)

Holders
1,278
Holders Change
+100
Holders Change %
+8.49%
% of All Funds
15.55%
Holding in Top 10
132
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+22.22%
% of All Funds
1.61%
New
172
Increased
522
Reduced
379
Closed
51
Calls
$110M
Puts
$7.91M
Net Calls
+$102M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
LT
626
Legacy Trust
Michigan
$1.04M
CCAM
627
Cascades Capital Asset Management
North Carolina
$1.04M +$97.4K +1,416 +10%
HA
628
Herold Advisors
New York
$1.03M +$206 +3 +0%
WFA
629
Wells Financial Advisors
Massachusetts
$1.02M -$232K -3,380 -19%
OWA
630
Opal Wealth Advisors
New York
$1.02M -$17.7K -258 -2%
OFG
631
Oxford Financial Group
Indiana
$1.02M
CFG
632
Citizens Financial Group
Rhode Island
$1.01M
CWP
633
Cyndeo Wealth Partners
Florida
$1.01M
WMA
634
Wealth Management Associates
New Jersey
$1.01M +$191K +2,780 +24%
BCA
635
Bay Colony Advisors
Massachusetts
$1M +$1.31K +19 +0.1%
SFO
636
Stokes Family Office
Louisiana
$996K
MWM
637
Modern Wealth Management
Kansas
$989K -$36K -523 -4%
LWM
638
LongView Wealth Management
Georgia
$986K +$153K +2,222 +19%
CHWM
639
Cauble & Harre Wealth Management
Missouri
$984K +$975K +14,180 New
LW
640
Linscomb Wealth
Texas
$959K -$138K -2,002 -13%
CRC
641
Curi RMB Capital
Illinois
$956K -$91.8K -1,335 -9%
IAG
642
Investment Advisory Group
Massachusetts
$955K +$1.86K +27 +0.2%
WIP
643
WealthCare Investment Partners
Rhode Island
$943K -$37.6K -547 -4%
WF
644
Warner Financial
Maryland
$941K
SAI
645
Savvy Advisors Inc
New York
$939K +$723K +10,517 +349%
CF
646
Centaurus Financial
California
$938K +$25.2K +367 +3%
RFP
647
Root Financial Partners
California
$938K +$122K +1,772 +15%
AIP
648
ARS Investment Partners
New York
$935K +$34.2K +498 +4%
DWA
649
Delos Wealth Advisors
Texas
$935K
TFA
650
Tranquilli Financial Advisor
New Jersey
$932K -$7.98K -116 -0.9%